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| Section | Weight | Objectives |
|---|
| Salesforce Configuration | 25% | - Set up Sales Cloud features
- 1. Configure Einstein Activity Capture
- 2. Set up Salesforce Engage
- 3. Configure lead scoring
- Configure reporting and dashboards
- 1. Standard and custom reports
- 2. Dashboard components
- 3. Custom report types
- Implement automation
- 1. Process Builder
- 2. Approval processes
- 3. Flow Builder
|
| Customer Discovery | 15% | - Conduct discovery sessions
- 1. Capture success criteria
- 2. Document pain points and challenges
- 3. Understand sales methodology
- Determine the scope and business objectives
- 1. Identify key stakeholders
- 2. Assess current business processes
- 3. Define business requirements
|
| Migration & Data Management | 10% | - Data quality management
- 1. Matching rules
- 2. Duplicate rules
- Data migration strategy
- 1. Data mapping
- 2. Data validation rules
- 3. Data loader configuration
|
| Analytics & Insights | 10% | - KPI measurement
- 1. Report on business outcomes
- 2. Define success metrics
- Configure analytics features
- 1. Einstein Analytics basics
- 2. Forecasting configuration
- 3. Sales Cloud Einstein features
|
| Planning & Solution Design | 25% | - Design user adoption strategy
- 1. Change management
- 2. Training requirements
- Define data model requirements
- 1. Field-level security
- 2. Record types and page layouts
- 3. Custom objects design
- Design Sales Cloud solution
- 1. Design account and contact management
- 2. Design opportunity management
- 3. Design lead management process
|
| Integration & Optimization | 15% | - Performance optimization
- 1. Lightning Experience optimization
- 2. Salesforce Mobile app configuration
- Integration requirements
- 1. Email integration
- 2. Third-party integrations
- 3. Calendar integration
- Ongoing support and maintenance
- 1. User adoption monitoring
- 2. Release management
|
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Salesforce Certified Sales Cloud Consultant Sample Questions (Q66-Q71):
NEW QUESTION # 66
Northern Trail Outfitters (NTO) is devising a separate sales methodology to upsell service contracts to its existing customer base. The company would like to track and report on these deals separately from other deals.
What should a consultant recommend to meet this requirement?
- A. Create a customer filed on opportunity to flag and report on these deals.
- B. Add upsell as a stage and create a summary report by opportunity stage
- C. Create an opportunity record type and sales process for reporting on these deals
- D. Create separate page layout and report to flag and report on these deals
Answer: C
NEW QUESTION # 67
Universal Container wants to improve sales productivity in inside sales and it has been advised to consider Salesforce Console for sales. What use case will satisfy this requirement? Choose 2 answers
- A. Need to see records and related items as tabs under one screen
- B. Need to add notes quickly or log activities for each record
- C. Need to prioritize search results for contacts and opportunities
- D. Need to chat with customer in real time with chatter
Answer: A,B
NEW QUESTION # 68
What happens when you enable territory management?
Answer:
Explanation:
Your Org Name is set as the top of the territory hierarchy
A corresponding territory is created for each role in the forecast hierarchy Manual forecast sharing settings on the roles are copied to the new territory Based on role, active Salesforce users are added to territories Opportunities are assigned to the opportunity owner's territory Accounts are not assigned anywhere in the territory hierarchy Until you add or edit forecasts, forecasts will work as prior th
NEW QUESTION # 69
Which of the following stage should be matched with the Forecast Category "Pipeline"?
- A. Mid pipeline
- B. Early pipeline stages
- C. Closed and Lost
- D. Late pipeline stages
- E. Closed and Won
Answer: B
NEW QUESTION # 70
Which of the following is good ChatterEtiquette? (Select all that apply)
- A. Direct users to a subject matter experts
- B. Ask questions about bonus schedules
- C. Ask questions to gain vertical expertise
- D. Connect with co-workers by letting them know about your weekend
Answer: A,C
NEW QUESTION # 71
......
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